Relevant information with structure and Overview

Data structuring and intelligent search for more customer satisfaction

Many CRM systems know only the data stored in it. But information about customers exist outside - stored unstructured and distributed. Can companies still keep track?

In most companies, there is the situation that not all data for all departments are available or have been stored in a structured. Coming back to the example customer: The account manager in the sales department often only knows the information in the CRM-shelf, but do not know if an additional product desire was expressed whether unanswered support requests or outstanding bills exist. Thereby it can happen again and again, that complaints or unmet product needs with new offerings overlap. A professional solution to this dilemma are enterprise search systems that bring out all the relationships and enable genuine 360-degree views.

By linking information from all available data sources provides the user with a single query all relevant information to customers. The information in the CRM system can thus be easily supplemented. This perspective contributes significantly to the increase in customer satisfaction and efficiency: customer makes a complaint, it is visible not only to support, but also for the distribution or for the finance department.

With software alone cannot digitize the invoice flow

Although the digital processing of incoming invoices promises cost savings and automated management processes support, it has not yet become a matter of course for companies. No wonder who sets the wrong accents here, putting the entire project's success.

Theoretically, everything is quite simple invoices from paper are first scanned so that they are present throughout the process in digital form. The central storage of invoices in a document management system (DMS) provides a fast and continuous access without the logistical obstacles of a paper archive or internal mail must be taken into account for all process participants.

Unlike many other processes, the processing of incoming invoices is particularly well suited for standardization. With such administrative processes no competitive advantages are generally achieved. Consequently, these processes should be designed as efficiently and smartly. This can work well with best practices and standardization.
More than cost benefits

Ideally, all incoming invoices will be listed in a central cockpit. The overview shows the most important addition to metadata of invoices is also the relevant process information. To retain financial accounting as process owner keep track of which employees currently the individual invoices are processed. In conjunction with the detailed data for process history that increases the transparency of the processes. By aggregating the invoice data available in the cockpit can also serve as an information source for the cash management, the budget makers and other interested groups.